Thought Leadership

Ideas and strategies to help purpose-driven organizations create greater, lasting impact.

Latest Posts

Apsona Mail Merge for Salesforce

Apsona Mail Merge for Salesforce

Running monthly or yearly statements for your households can be a daunting task, from creating a report in your Salesforce instance --to exporting the data to...
4 Steps to Integrate Social Media Into Your Campaigns

4 Steps to Integrate Social Media Into Your Campaigns

4 Steps to Integrating Social Media into Successful Campaigns, is a helpful guide for understanding and using social media to meet your campaign goals....
Salesforce Sandbox and How To Use It

Salesforce Sandbox and How To Use It

Who doesn’t like the idea of a sandbox? You can get creative, get dirty, and get better at what you’re looking to accomplish. Salesforce has some...
Volunteer Management in Salesforce

Volunteer Management in Salesforce

There are a handful of Salesforce apps that specialize in volunteer management, three of which stood out for me; HandsOn Connect, Volunteers for Salesforce, and Skillanthropy....

5 Ways to Get Staff on Board with Chatter

Learn how Kids Included Together implemented a social chatter approach across their organizations. Read more to learn about their 5 tips for keeping it social....
You Can Do Anything With Salesforce

You Can Do Anything With Salesforce

Implementing Salesforce so that it can do “anything” requires leadership, capacity, and lots of expectations management. Learn why....
Three Ways To Make Sure that Your Next Big Software Project Is A Success

Three Ways To Make Sure that Your Next Big Software Project Is A Success

Buying a new fundraising CRM or replacing your finance and HR systems are big investments with critical outcomes. How can you make sure that big software...
4.5 Great Ways to use Pinterest and Salesforce

4.5 Great Ways to use Pinterest and Salesforce

It hasn't exploded yet like the #askforce twitter channel, but it is gaining traction. Here are the top 5 ways Pinterest and Salesforce go together, like...
Why Integrations and Clean Manageable Data Help Change the World

Why Integrations and Clean Manageable Data Help Change the World

For your non-profit, nothing can be more helpful than good, clean data. How to can you do that? Capitalize on integrations....
5 Key Items to Run a Successful Salesforce Implementation

5 Key Items to Run a Successful Salesforce Implementation

When implementing new technology into your organization or expanding your existing system, a little bit of planning can go a long way in ensuring the success...
Putting Predictions Into Your Alumni Sustainer Program

Putting Predictions Into Your Alumni Sustainer Program

The Salesforce Einstein Analytics tool provides organizations with the ability to visualize the activity taking place within their unique Salesforce environment, offering invaluable insights and health checks on their...

Sunglasses and hat on a beach. Text: THE LATEST NPSP RELEASES FOR SUMMER '20

The Latest NPSP Releases for Summer ’20

The highly-anticipated Summer ’20 Release is finally here! This new NPSP release introduces timely enhancements for user experience and features several innovations to the Lightning Flow...

Illustrated graduation cap sketch with person writing. Text: WHY DONATING TO HIGHER EDUCATION STILL MAKES A DIFFERENCE

Why Donating to Higher Education Still Makes a Difference

I have a number of connections to the higher education industry: I’m on an EDA team at Cloud for Good; my mom is an admissions counselor...

New Salesforce Education Cloud Release Provides Connection in Times of Separation

New Salesforce Education Cloud Release Provides Connection in Times of Separation

The need for creative solutions and progressive thinking within the world of higher education has never been greater. While the far-reaching effects of the COVID-19 pandemic...

How Calbright College is Withstanding a Pandemic Without Compromise

How Calbright College is Withstanding a Pandemic Without Compromise

Through Salesforce, Calbright College is offering invaluable education to the underserved and underemployed in their time of need....
Person holding a glowing digital interface. Text: 5 WAYS TO PREPARE FOR YOUR SALESFORCE MIGRATION

5 Ways to Prepare for Your Salesforce Migration

When it comes to migrating your organization from one Salesforce instance to another, there are 5 key points of preparation to keep in mind before moving...